DAVIS FINANCIAL MANAGEMENT, INC.

Overview

Davis Financial Management, Inc. is an independent registered investment adviser that started its SEC registration in 2024 and operates under individual ownership. The firm serves both individual & family and institutional clients, delivering financial planning and portfolio management for individuals, small businesses and larger business/institutional accounts. Its advisory model leans toward advisory-only relationships: the entire $144.6M in reported assets is non‑discretionary, which suggests clients retain final trading authority and the firm provides guidance, model selection and ongoing monitoring. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for core exposures, while the firm supplements those allocations with third‑party alternative managers. Davis Financial Management does not act as a capital allocator (it does not appear to run its own private funds), is not flagged as an active ESG investor, and offers fee arrangements that include percentage of AUM, hourly billing and fixed fees. The firm’s business registration lists accounting among its activities, which may inform its client base and service mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices